| Bradley & Co. Private Wealth Management, LLC | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $1.00K | 0.00% | −42−56.0% | Reduced |
| Beacon Capital Management, LLC | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 39 | $1.00K | 0.00% | +33+550.0% | Added |
| Axiom Investment Management LLC | 41 | $1.00K | 0.00% | +41 | New |
| American State Bank (Iowa) | 50 | $953 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 44 | $845 | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 41 | $781 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $179 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 5 | $95 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 26 | $0 | 0.00% | −1,009−97.5% | Reduced |
| Disciplined Investments, LLC | 20 | $0 | 0.00% | −9−31.0% | Reduced |
| Schubert & Co | 14 | $0 | 0.00% | −60−81.1% | Reduced |
| Valley National Advisers Inc | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 27 | $0 | 0.00% | +17+170.0% | Added |
| Gradient Investments LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 8 | $0 | 0.00% | −8−50.0% | Reduced |
| HHM Wealth Advisors, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| City State Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $0 | 0.00% | +4 | New |
| Riggs Asset Managment Co. Inc. | 24 | $0 | 0.00% | +24 | New |
| First Command Advisory Services, Inc. | 16 | $0 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 19 | $0 | 0.00% | +19 | New |
| Sugarloaf Wealth Management, LLC | 13 | – | – | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −433,320−100.0% | Sold out |
| Iridian Asset Management LLC | 0 | $0 | 0.00% | −120,533−100.0% | Sold out |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −99,639−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −64,564−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −59,433−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −59,052−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −24,319−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −21,658−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −20,865−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −18,655−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,740−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −12,602−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −11,942−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −11,391−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −11,289−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −10,203−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −10,037−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −7,772−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −481−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Strategic Asset Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Brewin Dolphin Ltd | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Cordasco Financial Network | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |
| Exane Derivatives | – | – | – | – | Not filed |